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Quoting
Quoting
Turn products and custom work into priced, branded quotes.
The quotes list & statuses
Every quote from draft to accepted, and what each status means.
Draft a quote from an enquiry email
Paste a customer's email and get a priced draft quote back.
Take a phone enquiry on a question sheet
Ask the right questions for each type of sign, then save it to Enquiries.
Start a quote — who it is for
Pick a customer, or just type a name. A name is all a quote needs.
Add a product line and price it
Pick a product, set size, quantity and choices, press Calculate.
Build a custom line
A one-off sign that is not in the catalogue, priced from its ingredients.
When & where — dates, fulfilment and delivery
The dates the job needs, and whether it is installed, delivered or picked up.
Charge for delivery, and set up your couriers
Add a delivery charge to a quote or a won job, and keep your own courier list.
Review & send the quote
Check the totals and margin, then Email quote. It only shows as Sent once the email has gone.
Change the wording on a sent quote
Fix a sign's name or description, or the quote's project name, after the quote has gone, without a new revision.
Revise a sent quote
Change the price on a sent quote with a new revision, and know which version the customer should be reading.
Turn an accepted quote into a job
The customer said yes: one press makes the job.
Price breaks and tiered square-metre pricing
Lock a batch price, offer other quantities, or lower the square-metre rate on a bigger sign.
Let customers approve a quote online
Add an approval link to quote emails and follow up anything still needed.
Adjust a quote line’s hours or costs
Change this quote’s breakdown without changing the product.
